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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

162 hedge funds and large institutions have $1.17B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
51
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$37.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$22.9M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$291M
4
PRRFG
4
Paul R. Ried Financial Group
Washington
$9.15M
5
HFS
5
Hughes Financial Services
Virginia
$7.28M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$94.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.4M
3
GM
3
GeoWealth Management
Illinois
$1.16M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$24.4K 153 -195 -56%
CAS
152
Coppell Advisory Solutions
Texas
$24.4K 157 – –
GSWM
153
Golden State Wealth Management
California
$23.8K 154 +154 New
UBS Group
154
UBS Group
Switzerland
$21.1K 136 +136 New
AF
155
Advisornet Financial
Minnesota
$19.4K 125 – –
RIL
156
Rothschild Investment LLC
Illinois
$18K 116 – –
BBHC
157
Brown Brothers Harriman & Co
New York
$17.7K 114 +114 New
CIAS
158
Capital Investment Advisory Services
North Carolina
$15.2K 98 – –
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$14.9K 96 -12 -11%
AWM
160
AE Wealth Management
Kansas
$7.43K 48 +48 New
MSFP
161
Mark Sheptoff Financial Planning
Connecticut
$4.65K 30 – –
BONH
162
Bank of New Hampshire
New Hampshire
$3.87K 25 +25 New
NS
163
NBC Securities
Alabama
$663 4 -4,807 -100%
Wells Fargo
164
Wells Fargo
California
– – -1 Closed
ECA
165
Elevation Capital Advisory
Oregon
– – -27,003 Closed
WA
166
Win Advisors
Florida
– – -12,157 Closed
Jane Street
167
Jane Street
New York
– – -8,543 Closed
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
– – -6,777 Closed
HAS
169
HBW Advisory Services
California
– – -5,341 Closed
DWM
170
Drive Wealth Management
Utah
– – -3,585 Closed
CAM
171
Cresset Asset Management
Illinois
– – -2,043 Closed
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -1,350 Closed
WSWA
173
Warren Street Wealth Advisors
California
– – -1,279 Closed
GSEP
174
Golden State Equity Partners
California
– – -326 Closed
BWP
175
Baldwin Wealth Partners
Massachusetts
– – -176 Closed
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